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Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
526
MWA Asset Management
Massachusetts
$1M +$33.8K +530 +4%
IGWM
527
ICA Group Wealth Management
Colorado
$992K +$75.5K +1,182 +10%
PIA
528
Perennial Investment Advisors
California
$979K -$36.1K -565 -4%
CCIA
529
Cherry Creek Investment Advisors
Colorado
$978K – – –
RWM
530
Ritholtz Wealth Management
New York
$976K +$141K +2,213 +21%
AWM
531
Avior Wealth Management
Nebraska
$965K – – –
AGWCA
532
Annis Gardner Whiting Capital Advisors
Florida
$962K +$118K +1,850 +18%
XSC
533
X-Square Capital
Puerto Rico
$960K -$10.2K -160 -1%
RG
534
Richelieu Gestion
France
$954K -$1.19M -18,632 -60%
MFG
535
Merit Financial Group
Georgia
$950K -$38.9K -609 -5%
CWP
536
CFM Wealth Partners
Texas
$947K +$777K +12,160 New
PI
537
PineBridge Investments
New York
$941K +$389K +6,094 +201%
AP
538
AtonRa Partners
Switzerland
$940K -$148K -2,317 -16%
CWS
539
Confluence Wealth Services
Pennsylvania
$938K +$447K +7,000 +139%
DWA
540
Douglass Winthrop Advisors
New York
$938K +$769K +12,035 New
GAM
541
Griffin Asset Management
New York
$927K +$109K +1,700 +17%
IP
542
Intellectus Partners
California
$922K – – –
CAM
543
Creekmur Asset Management
Illinois
$922K +$756K +11,837 New
WC
544
Woodstock Corp
Massachusetts
$918K – – –
SFA
545
Souders Financial Advisors
Ohio
$917K -$5.56K -87 -0.7%
ACH
546
ArrowMark Colorado Holdings
Colorado
$911K +$747K +11,700 New
OIA
547
OneDigital Investment Advisors
Kansas
$910K +$70.6K +1,106 +10%
GIA
548
Gladstone Institutional Advisory
Florida
$909K -$232K -3,640 -24%
EWA
549
EP Wealth Advisors
California
$907K -$2.55K -40 -0.3%
AWM
550
Axxcess Wealth Management
California
$906K -$58.7K -919 -7%
20 21
22
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